Stephen Marshall
Wealth Manager @Davy
Lisburn, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2023 — Present
Wealth Manager @Davy
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EDUCATION
2018 — 2021
Chartered Insurance Institute
Chartered Financial Planner, Financial Planning and Services
2014 — 2018
Queen's University Belfast
Finance, Management School
ABOUT STEPHEN MARSHALL
I’m a Wealth Manager at Davy, working with high‑net‑worth clients, particularly business…
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